Excel Tips

Excel Tips: How to Consolidate and Convert Dates to a Standard List or Pivot Table

Many times, we deal with datasets that are more granular than what we desire. Take “sales by day” as an example. Most companies prefer to look at the sales data by month or quarter. Follow these quick steps to make the conversion:

  1. In order to summarize the sales information by year and quarter, first highlight the data and create a pivot table. Then select the Date field.
  1. Next, go to Pivot Table Option> Group> Group By Field.
  1. Group the dates as Months, Quarters and Years.
  1. When the grouping is done, the line items, in this case, “sales per day,” will be grouped under months, quarters and years.
  1. Next, remove the dates to leave the quarters and the year on the pivot table.
  1. Now you can rearrange the fields and bring in the Customer & Sales data — and see your data in years and quarters.

I hope you find this tip useful! Interested in more Excel solutions? Read about a powerful and flexible BI toolset — that you may own and not realize — in the blog, The Best New Business Toolset is Built into Microsoft Excel.

Keep in mind, if you would like to use more advanced capabilities in Excel to make an immediate impact on your organization, 8020 Consulting is here to help. Just click on the button below to connect with us. 

Contact Us

Categorized in:

similar articles

Learn to think and approach problems like our financial consultants.

Financial Planning & Analysis

Business Planning During the Pandemic: A Scenario Analysis Example

8020 Consultant Joe Wirija gets down to specifics as he shows how Excel can be used for detailed scenario analysis that can help businesses plan during the COVID-19 pandemic.

July 9, 2020Joe Wirija

CEO Advice

Life After ASC 606 Implementation

Learn how you can take steps to ensure your company is fully prepared to operate successfully under the ASC 606 Compliance.

July 7, 2020David Lewis

Internal Controls

Notes from the Field: A Financial Audit Checklist

No matter why a company goes through a financial statement audit, the process is typically very stressful. Audits take place during normal business activity, pulling people and resources in different directions. They require a significant time commitment and a great deal of preparation. The ultimate goal of an audit is to receive an unqualified opinion… View Article

June 30, 2020Sangita Narang

See All